Each module includes...

ABOUT ME

My name is Stewart

For two decades (since 2002), I've been helping advisers and advice professionals with their businesses.

I grew up with business. Every grandparent, uncle, aunt and both my parents were/are self-employed. I started my first (with Dad's help) at 15. It's been an obsession ever since; a road I'm always drawn back onto.

It hasn't always been easy - you'd know how challenging it is to juggle business, family and life - but from the very beginning, small business has always been there.

When it doesn't work, it's not just about the business. It affects the lives of everyone connected, as I've seen at close range.

MY VALUE-ADD TO YOU

✔ You shortcut the process of research and implementation.

✔ You don't go down dead ends I already have.

✔ You get ahead of the wave of change whilst you still can.

✔ You don't waste time now, when time is most valuable.

✔ You fast track giving yourself a platform to do great work.

✔ You don't just survive, you thrive.

WHAT OTHERS HAVE TO SAY

""All in all, it is still about results and it's delivered, from the concept stage to the final outcomes""

James WilliamsonMillhaven Financial

"I would not hesitate to recommend it to anyone serious about taking their business to the next level"

Catherine StewartVue Financial

""The program has completely turned my thinking around about business and how we need to market to clients. I can not recommend it highly enough for providing a platform for success""

Geoff WhiddonDome Financial Group

""We come to work excited about the work I've got ahead of me and confident in the activities we're running and we've progressed fast!""

Michael & Jason ChewOrange Wealth

"I have not made a business decision that has had greater impact on my business"

Paul StoddartPRS Partners

"It's about really good content, not "ra-ra-ra" coaching. It provides really good, practical things you can implement in your business straight away"

Reuben ZelwerAdapt Wealth

"Without [it] we wouldn’t be the much happier team that are all doing what they love day in and day out."

Simon EngerDollarGrowth Financial Group

"Loving the program. What a beast! I really like the fact that I can learn and implement at my own pace and refer back if I missed something or to re-visit."

Luke Dalziel-DonWealthFit

YOUR PROGRAM OPTIONS

I work with firms in three ways, depending on their needs and how they want to engage, from Content to Coaching and onto Community.

​The course content is designed for financial advice businesses, progressive accounting firms, and future focused mortgage brokers who are interested in finding ways to generate leads more effectively (particularly using online methodology), convert them more easily, onboard clients, overhaul pricing and service offers, improve their client experience, work better with insourced and outsourced teams, systematise and use technology better, and get more personally productive.

Essentially, if you're looking for ground-breaking tools to help you reinvent your advice model and overhaul your existing business, it's designed for you.

​Like anything, the amount of time you put in will dictate how quickly you can implement.

When working with people on the full program, we usually recommend two to four hours a week is a good investment of time, whereas six to eight hours will see you fast track your progress.

However, if you feel like time might be an issue in your business, this is not something we haven't come across before. We have a number of modules in there, often which we start work with businesses on, designed to help them free up the five to 10 hours a week they might need to try to make change.

Leveraged Online gives you full access to all modules within the program. So in essence, at any point in time, you can work on multiple modules, and combine concurrent themes in order to make faster progress.

Sprint however is designed for businesses who prefer to take it one module at a time, so you get to choose the number of modules that you work on in every 90-day period.

Membership is for either a 90 days or 12-month period, depending on the course.

Just to be open about it; upfront payment provides you with the membership. The monthly instalment option is a way to spread the cost over time. it's not a month to month fee.

There's two reasons for that.

First thing, we want people to go in there and work through the content at the right pace, not try and consume it all in one go. It simply doesn’t work.

Secondly, we’ve found through years of experience that coaching works best when people make a commitment.

I want you to undertake this as a project to transform your business and I know that when courses are offered within open-ended date, such as with Udemy or other courses, the likelihood of people not undertaking the action increases.

If you like to read more about this, check out Parkinson's Law on Google to see the impact of not having an end date on the amount of effort put in.

Essentially, we make it available for a period because it's a coaching course and we want you to get results, not just collect information.

If you’re not sure about making a commitment, then that’s why we also offer Sprint.

The curriculum is based on the same three-pillar nine-strategy scope as the main program.

Attracting new clients, incorporating lead generation and marketing, new client engagement, and mastering the on-boarding of client

Strategies to improve your service offer and scale it, improve pricing and profitability, and build a memorable client experience.

Resourcing your business up, including getting your team to work more effectively together, embracing outsourcing, systematising using technology well, and personal productivity.

We also have a areas covering project management and implementation methodology so that not only do you have the content, but you have a clear framework and structure, the same one we use in a full program for getting results.

Absolutely not. In fact one of the main motivators for Leveraged Online was to be able to offer much of what we've done in our main course to a wider audience including advisers from the US, the UK, South Africa, Canada, and a number of other areas where advice is growing.

Essentially, the core elements of the program from lead generation to client engagement, servicing, and a host more, are very much portable across the other industries. There may be some terminology and regulatory but regardless of whether we're talking about country to country, state to state, or business to business, variations occur even when businesses working in the same town.